Why doesn’t JLens apply a more significant overweight or underweight to companies that perform well on its Jewish values scorecards?

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After market capitalization weighting, JLens applies a small symbolic overweight (1.03), neutral weight (1.00) or underweight (0.97) to a company depending on its performance on JLens Jewish values scorecards.

This score-based weighting is symbolic in nature and is intended to allow the TOV index to closely track the performance of a large-cap domestic equity benchmark. This slight weighting enables JLens to maintain a Jewish values alignment in the TOV index and is one of many tools JLens can use to push companies to improve their performance on JLens Jewish values scorecards.

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Email: info@jlensnetwork.org
Phone: 212-885-7870

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Investors should consider the investment objectives, risks, charges and expenses carefully before investing. For a Prospectus or Summary Prospectus with this and other information about the Fund, please call 855-427-7360 or visit our website at investjewishly.org. Read the prospectus or summary prospectus carefully before investing.

Investments involve risk. Principal loss is possible.

Large-Capitalization Companies Risk. Large-capitalization companies may trail the returns of the overall stock market. Large-capitalization stocks tend to go through cycles of doing better – or worse – than the stock market in general. These periods have, in the past, lasted for as long as several years.

Jewish Values Investing Risk. The Index considers JLens’ Jewish Value Pillars in its index methodology and may exclude otherwise profitable investments in companies which have been identified as being in conflict with JLens’ Jewish Value Pillars. The Index does not select constituents for inclusion in the Index on the basis of future anticipated performance or capital appreciation, similar to traditional market capitalization-weighted indexes.

Responsible Investing Criteria Risk. Because the methodology of the Index selects securities of issuers using responsible investing considerations, the Fund may underperform the broader equity market or other funds that do not utilize responsible investing criteria when selecting investments.

New Fund Risk. The Fund is a recently organized management investment company with no operating history. As a result, prospective investors have no track record or history on which to base their investment decision.

The Fund is distributed by Quasar Distributors, LLC. The Fund’s investment advisor is Empowered Funds, LLC which is doing business as ETF Architect.

Why doesn’t JLens apply a more significant overweight or underweight to companies that perform well on its Jewish values scorecards?

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